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Calculating Your Withholding Tax
If you typically get a large refund or end up owing a significant amount at tax-filing time, or your tax filing status or earned income changes, you may want to adjust form W-4.
Pet Insurance: Good idea?
Anyone with a pet knows that veterinary care can be costly, especially when faced with a more serious illness. Enter pet insurance – providing pet owners with the means to provide care for their furry friends in the event of illness. We’ve outlined the basics of pet insurance, along with things to consider when deciding if it’s a good purchase for you and your pet.
The FAQs of a Financial Planner
When it comes to your financial future, trial and error can be expensive. Your best bet is to seek out a financial planner who can answer your questions and help you think about the questions you don’t know to ask.
Should I Invest in Bitcoin or Other Cryptocurrencies?
The reasons why you should own, or invest, in Bitcoin have changed over time. It should be considered a higher than average risk investment, and we suggest proceeding with caution.
Child Tax Credit: Opt Out or Take the Money?
Earlier this year, the American Rescue Plan authorized a portion of the Child Tax Credit to be paid to eligible taxpayers monthly but don’t spend those funds right away. If your financial situation has changed, you may have to pay some of those dollars back!
Tempus Fugit – Time Flies
The most important thing about college savings was to begin. I do not know about other parents, but for me, one of my first thoughts after regaining my senses was about the cost of college.
Who’s Got Your Personal Information?
You’ve likely seen ads and commercials for several different credit monitoring companies offering their version of monitoring. But what else can you do to protect your personal information? Should you pay for a credit monitoring service, or should you do it yourself?
Financial Lessons from Ted Lasso
As the second season unfolds, we have learned that Ted Lasso provides valuable lessons that can be applied to personal finances and investing.
Take the Job or Unemployment?
The impact of COVID-era federal programs and interventions is still with us. Barring an extension of the federal unemployment insurance program from Congress, these benefits will expire in just a few months and could provide a tailwind for employment and growth.
Who’s In Charge Of Your Household Finances?
Creating a thorough inventory of financial items and documents will take some time, but just as businesses have succession plans in the event leaders cannot serve, families must also take a similar approach.
Inflation and the Market: Back to the Future
The cloudy picture presented by historical data from the impact of inflation and tax increases on the market underscores the importance of developing a long-term investment strategy and maintaining your diversified allocation to the proper mix of stock and bonds
Travel Insurance - Don’t Leave Home Without It!
It’s bad enough if you have to postpone or cancel a vacation. Don’t take a financial hit as well. Travel insurance protects you from certain types of financial loss incurred while traveling.